Westwood Wealth Management

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$133,035
Net value change ($000)
-139,641 (-51.2%)
New positions
88
Sold out positions
28
Turnover %
125.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAI 8,887 NEW
BIV 5,666 NEW
JAAA 5,501 NEW
SPHQ 5,233 NEW
DFAT 5,034 NEW
SPYG 4,646 NEW
TGRW 3,542 NEW
JMBS 3,218 NEW
EZM 2,895 NEW
SJNK 2,807 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -102,609 -98.2%
META -17,859 -89.4%
GOOGL -16,816 -97.6%
QLD -14,962 -100.0%
AVGO -12,985 -98.5%
MSFT -11,416 -88.5%
OKLO -8,401 -100.0%
SOXL -7,834 -100.0%
SPXL -5,854 -100.0%
AAPL -5,388 -44.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type